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Security record · archived quarter

ZENA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
38Tracked holders
+21Δ holders
5.79MShares held
$8.68MReported value
+23New positions
−2Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow +30.0% · net new positions +20.0%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 38 +21 5.79M $8.68M +23 −2
Q1 2026 17 +1 1.31M $3.01M +4 −3
Q4 2025 16 0 751.42K $2.40M +1 −1
Q3 2025 5 +1 174.76K $838,843 +1
Q2 2025 2 +1 33.72K $123,766 +1
Q4 2024 2 +2 37.82K $290,821 +2
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 2.65M +4024.7% $3.98M 0.0% ▲ Add 5 SEC ↗
7 Susquehanna International Group, Llp 648.58K +51.0% $972,870 0.0% ▲ Add 3 SEC ↗
8 Geode Capital Management (passive) 640.71K +3578.2% $961,063 0.0% ▲ Add 5 SEC ↗
9 Geode Capital Management (passive) 640.71K +3578.2% $961,063 0.0% ▲ Add 5 SEC ↗
10 State Street Global Advisors (passive) 328.30K New $492,450 0.0% New 1 SEC ↗
11 Northern Trust Corp 239.49K New $359,230 0.0% New 1 SEC ↗
12 Northern Trust Corp 239.49K New $359,230 0.0% New 1 SEC ↗
13 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
14 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
15 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
16 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
17 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
18 Morgan Stanley 230.33K -50.8% $345,495 0.0% ▼ Trim 4 SEC ↗
19 UBS Group AG 151.25K +1.8% $226,872 0.0% ▲ Add 3 SEC ↗
20 UBS Group AG 151.25K +1.8% $226,872 0.0% ▲ Add 3 SEC ↗
21 UBS Group AG 151.25K +1.8% $226,872 0.0% ▲ Add 3 SEC ↗
22 Charles Schwab Investment… 107.43K New $161,147 0.0% New 1 SEC ↗
23 Jane Street Group, Llc 86.16K +635.3% $129,232 0.0% ▲ Add 3 SEC ↗
24 Goldman Sachs Group 59.70K New $89,558 0.0% New 1 SEC ↗
25 Nuveen, LLC 57.89K New $86,832 0.0% New 1 SEC ↗
26 Bank of New York Mellon Corp 46.13K New $69,200 0.0% New 1 SEC ↗
27 Bank of New York Mellon Corp 46.13K New $69,200 0.0% New 1 SEC ↗
28 Bank of New York Mellon Corp 46.13K New $69,200 0.0% New 1 SEC ↗
29 LPL Financial LLC 44.94K +100.9% $67,409 0.0% ▲ Add 3 SEC ↗
30 Deutsche Bank Ag\ 42.21K New $63,321 0.0% New 1 SEC ↗
31 Wells Fargo & Company/Mn 39.82K +12151.4% $59,727 0.0% ▲ Add 3 SEC ↗
32 Wells Fargo & Company/Mn 39.82K +12151.4% $59,727 0.0% ▲ Add 3 SEC ↗
33 Wells Fargo & Company/Mn 39.82K +12151.4% $59,727 0.0% ▲ Add 3 SEC ↗
34 New York State Common Retirement… 39.20K New $58,800 0.0% New 1 SEC ↗
35 Bank Of America Corp /De/ 38.52K +175.1% $57,778 0.0% ▲ Add 3 SEC ↗
36 Bank Of America Corp /De/ 38.52K +175.1% $57,778 0.0% ▲ Add 3 SEC ↗
37 Squarepoint Ops LLC 36.26K +135.2% $54,386 0.0% ▲ Add 2 SEC ↗
38 T. Rowe Price 35.38K New $54,000 0.0% New 1 SEC ↗
39 Rhumbline Advisers 35.30K New $52,955 0.0% New 1 SEC ↗
40 Two Sigma Investments 27.86K New $41,792 0.0% New 1 SEC ↗
41 Jones Financial Companies Lllp 26.28K +26178.0% $40,994 0.0% ▲ Add 3 SEC ↗
42 Invesco Ltd. 23.24K New $34,867 0.0% New 1 SEC ↗
43 Invesco Ltd. 23.24K New $34,867 0.0% New 1 SEC ↗
44 Citigroup Inc 20.25K New $30,376 0.0% New 1 SEC ↗
45 Citigroup Inc 20.25K New $30,376 0.0% New 1 SEC ↗
46 MIRAE ASSET GLOBAL ETFS HOLDINGS… 19.92K New $29,880 0.0% New 1 SEC ↗
47 JPMorgan Chase 17.93K New $27,798 0.0% New 1 SEC ↗
48 Cetera Investment Advisers 17.68K +13.5% $26,528 0.0% ▲ Add 2 SEC ↗
49 IMC-Chicago, LLC 13.50K -75.5% $20,244 0.0% ▼ Trim 2 SEC ↗
50 Royal Bank Of Canada 13.00K +19.7% $19,000 0.0% ▲ Add 3 SEC ↗
51 Royal Bank Of Canada 13.00K +19.7% $19,000 0.0% ▲ Add 3 SEC ↗
52 Barclays Plc 11.64K +26.7% $17,467 0.0% ▲ Add 3 SEC ↗
53 Barclays Plc 11.64K +26.7% $17,467 0.0% ▲ Add 3 SEC ↗
54 Neuberger Berman Group LLC 10.81K New $16,221 0.0% New 1 SEC ↗
55 Wealth Enhancement Advisory… 10.69K New $14,856 0.0% New 1 SEC ↗
56 Bnp Paribas Financial Markets 6.70K New $10,050 0.0% New 1 SEC ↗
57 Legal & General Group Plc 4.19K New $6,269 0.0% New 1 SEC ↗
58 Russell Investments Group, Ltd. 3.46K New $5,188 0.0% New 1 SEC ↗
59 National Bank Of Canada /Fi/ 600 New $894 0.0% New 1 SEC ↗
60 Fidelity (FMR) 558 New $837 0.0% New 1 SEC ↗
61 Osaic Holdings, Inc. 93 New $139 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

State Street Global Advisors $492,450 0.0%
Northern Trust Corp $359,230 0.0%
Northern Trust Corp $359,230 0.0%
Charles Schwab Investment… $161,147 0.0%
Goldman Sachs Group $89,558 0.0%
Nuveen, LLC $86,832 0.0%
Bank of New York Mellon Corp $69,200 0.0%
Bank of New York Mellon Corp $69,200 0.0%
Bank of New York Mellon Corp $69,200 0.0%
Deutsche Bank Ag\ $63,321 0.0%
New York State Common… $58,800 0.0%
T. Rowe Price $54,000 0.0%

Exited

Group One Trading Llc $51,646 was 0.0%
Simplex Trading, Llc $21,933 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 37 holders, 3.19M shares, $7.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API